See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $861,670 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $63,571 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT, LLC. Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,029 | $143,368-48.4% | $87,100-15.0% | $89,569-17.3% |
| Participation rate | 96.5% | 88.2%+8.3pp | 76.9%+19.7pp | 69.6%+26.9pp |
| Annual return | 21.01% | 28.55%-7.5pp | 28.19%-7.2pp | 34.56%-13.5pp |
| Employer contribution / active EE | $2,849 | $4,012-29.0% | $2,521+13.0% | $2,584+10.2% |
| Participant deferral / active EE | $4,168 | $7,129-41.5% | $4,049+2.9% | $4,220-1.2% |
| Admin fee / account holder | $20 | $61-66.8% | $7,497-99.7% | $72-71.8% |